异动解读 | 软件股遭猛烈做空潮冲击，Twilio盘前大跌5.35%

异动解读02-13

Twilio Inc (TWLO) 今日盘前股价大跌5.35%，引起了市场的关注。

消息面上，美国软件股正遭遇十余年来最猛烈的做空攻击。摩根士丹利数据显示，软件及SaaS板块的单日做空规模触及2010年以来最高水平之一，市场弥漫着“先卖出、再问问题”的恐慌情绪。AI取代白领工作的担忧持续扩散，引发了科技/成长板块的集体抛售，Twilio作为云通信软件公司，也受到这股市场情绪的波及。

高盛交易台形容市场“无处可藏”，抛售在缺乏明确单一催化剂的情况下加速。防御性板块表现突出，而软件、互联网等成长股则陷入高度相关的抛售潮中。市场分析人士指出，随着罗素科技指数回落至关键均线，板块内众多股票已呈现超卖迹象。

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